Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,007
Closed -$225K 293
2024
Q2
$225K Buy
1,007
+21
+2% +$4.7K 0.02% 251
2024
Q1
$269K Buy
+986
New +$269K 0.02% 224